Wills & Wellness Workshops

Free Educational Workshops Open to All

Legacy Planning Workshop

Our Legacy Workshop will help you process how to articulate your

Family Philanthropy WorkshopPQ

Experts in charitable gift planning will discuss community impact through

Genealogy Workshop12345

Learn about genealogy research and mapping your family history.

Funeral Planning Workshopcandles

Learn about things to consider in planning and funding a funeral.

Client Member Workshops

We love our clients, and we value long-term relationships as a trusted
advisor to support them as life changes occur. We offer continuing educational
and service related workshops to allow for certain plan updates and further
enrich their estate planning process. Our upcoming workshops can be seen

Client Refresher WorkshopBinder1

Client refresher workshops provide ongoing estate planning education for
our clients.

Professional Advisor’s Education Series

Education is a foundational value of our firm, including taking the time to
educate other professional advisors on various estate planning matters. Our
upcoming topics covered can be found at the link below.

Professional Advisor’s SeriesTalk

Our Professional Advisor Speaking Series covers advanced estate planning
topics. Dedicated webpage coming soon.